Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constantine? Claim Your ProfileConstantine Theodore Leonida is a financial advisor with over 38 years of experience in the industry. Constantine has a broad range of experience working with various financial firms, including LPL Financial LLC, Securities America, Inc. and Summit Brokerage Services, Inc. Constantine is currently registered in Colorado and Texas. Constantine holds the Series 6 and Series 63 licenses and the SIE exam. Constantine provides financial planning services, pension consulting, and portfolio management services to individuals and businesses through LPL Financial LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
11/15/2024 - Present
LPL Financial LLC (LAKEWOOD CO)
CO
01/27/2017 - 06/14/2024
SECURITIES AMERICA, INC. (LAKEWOOD CO)
CO
09/01/2016 - 02/07/2017
SUMMIT BROKERAGE SERVICES, INC. (LAKEWOOD CO)
CO
07/06/1998 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (LAKEWOOD CO)
NY
03/23/1990 - 06/05/1998
FAHNESTOCK & CO., INC. (NEW YORK NY)
MO
04/30/1986 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
BC
Issued 04/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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